Creating a new Custom Question using Bulk File Upload Process

Procedure

  1. Refer to the Custom Question File Details and Requirements and sample CSV file, or to the equivalent information provided on the Target > Import Custom Questions page.
  2. Use Excel or a generic text editor (such as Notepad) to open the sample file.Use this as a reference when you create your own file.
  3. Create a CSV file that contains your Question and Answer text and formatting instructions, and store the CSV file in a location on your computer.
  4. Locate and upload the CSV file by using the Browse and Upload options in CRMS Target > Import Custom Questions page.
    If the upload is successful, the upload screen is updated with information confirming the filename and number of records uploaded. If the upload is not successful, use the information in the error message to identify and fix the problems, then repeat step 3.

    After importing, your questions and their associated answers are added to the pool of all custom questions.

    To add a question to a questionnaire, click Setup to open the Questionnaire Setup page.